Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADDELL & ASSOCIATES LLC | 05-08-2024 | 03-31-2024 | 140 | 739,830,142 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUINIX INC | COM | 151 | $301,245 | 365 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,305 | -34.77 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 153 | $291,421 | 4,028 | 0.00 | 0.00 | 130 | 3.34 | 03-31-2024 |
| YUM BRANDS INC | COM | 154 | $287,699 | 2,075 | 0.00 | 0.00 | 1 | 0.05 | 03-31-2024 |
